Bloomberg Surveillance 5/6/2026

Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day.

Chapters:
00:00:00 – Bloomberg Surveillance starts
00:04:43 – HSBC’s Kettner Highlights Strong Market Gains on MidEast Progress, Tech Rally
00:18:02 – Academy Securities’ Gibson on Iran’s Strategic Leverage in Strait of Hormuz
00:31:37 – Seaport Stays Neutral on AMD Amid Strong CPU Demand
00:42:02 – UBS’s Donovan on Market Trends Affected by Crude Prices
00:52:40 – CIBC’s Harvey Sees Markets Moving Past Geopolitical Risk
01:07:41 – US Gasoline at $5 ‘Not Likely,’ Oil Analyst Schork Says
01:29:47 – Invesco’s Brill on the Big Tech Debt Frenzy to Fund AI
01:39:57 – Voya Investment Management’s Reinhard Makes Bull Case for Equities
01:53:03 – Ferguson CEO Murphy on Leveraging the CapEx Boom
02:04:06 – US Trade Representative Greer on EU Complying With Trade Deal, Trump to China
02:18:47 – Nomura Securities’ Seif on Fed’s Pressure to Keep Rates Low Amid Steady US Coupon Issuance
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